Mistakes with Beneficiary Designations?
August 11, 2022
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Downs Law Firm, P.C.
Tax Planning
Earning Limits for Social Security?
March 16, 2022
Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.
How to File Income Tax for a Decedent
February 22, 2022
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
My Estate is Beneficiary of My IRA
March 30, 2021
When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?
Do I Have to Accept an Inheritance?
October 2, 2020
No one has to accept inherited assets. Inherited assets can be disclaimed.
Handling Inherited Investments?
February 20, 2020
Receiving an inheritance can be a double-edged sword. On the one hand, it’s overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family.
What Does an Estate Planning Lawyer Really Do?
January 15, 2020
Estate planning is a systematic process, which involves getting your personal and financial goals for the time you pass away or become mentally incapacitated. It is also known as a last will, and almost everyone does this planning for their family.
What is the Average American Saving for Retirement?
November 5, 2019
What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’
How Will Morehouse College 2019 be Taxed on their Gifted Educations?
June 12, 2019
Billionaire Robert F. Smith made the 2019 class of Morehouse College graduates very happy over the weekend, when he pledged to pay off their student debt.
What is a Transfer on Death Account?
May 22, 2019
Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on-death accounts) allow spouses to pass small estates in a simple, convenient way.
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